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Home > Institutional Investor > Ptm Wealth Management, Llc > Profile

Instuitional Investor - Ptm Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Ptm Wealth Management, Llc
Portfolio Value $151,101,266
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,213,562 $30,363,312 20.09%
2.
Ssga Active Etf Tr
 609,771 $24,695,719 16.34%
3.
Sector Spdr Trust
 XLB 85,781 $22,042,255 14.59%
4.
Ishares Tr
 163,062 $11,384,989 7.53%
5.
Innovator Etfs Trust
 322,027 $10,364,440 6.86%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)